Fund Services Group

The Transfers Associate is responsible for supporting the change of ownership for investor interests in client managed funds and ensuring timely completion of reassignment timelines and approvals. They will also serve as a point of contact for clients and facilitate communication among various stakeholders.

The Investment Operations Associate is responsible for delivering high-quality service to clients and managing various treasury services and investment transactions. This includes processing money movements, overseeing transactions, and ensuring timely communication with investors.

The Transfers Associate will support the change of ownership for investor interests in client-managed funds and ensure timely completion of reassignments. They will also liaise with various stakeholders to facilitate communication and assist in enhancing client compliance programs.